Filed April 11, 1997
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,454 | $101,883+2.5% | $453,369-77.0% | $85,850+21.7% |
| Participation rate | 57.8% | 72.3%-14.5pp | 78.0%-20.2pp | 69.3%-11.5pp |
| Annual return | 9.98% | 25.38%-15.4pp | 64.40%-54.4pp | 318.53%-308.6pp |
| Employer contribution / active EE | $2,122 | $2,847-25.5% | $4,070-47.9% | $2,565-17.3% |
| Participant deferral / active EE | $2,764 | $4,782-42.2% | $6,209-55.5% | $3,952-30.1% |
| Admin fee / account holder | $118 | $5,706-97.9% | $11,209-98.9% | $6,260-98.1% |